How to View Reports

The Reports feature allows Admins and Account Owners to view high-level insights about activity across their organization.

Table of Contents

• Who can access reports?
• How to access reports
• Using reports
• Exporting reports
• Additional notes
• Feedback

Who can access Reports?

Reports are only available to:

• Admins
• Account Owners

How to access Reports

1. Log into your account
2. Click the drop-down arrow besides your names
3. Navigate to the Reports tab

Using Reports

You can explore reports in three ways:

• Templates — Templates use pre-built reports for common insights. Clicking on the drop-down menu under Templates will give you a variety of options, ranging from: Daily new clients, sessions by month, clients by tag, active clients trend, usage by team member, caseload per user.
• Build your own — You can also create custom reports based on your needs.
• Build with AI — Generate reports using natural language prompts

Select an option and adjust the date range to begin exploring your data.

Exporting Reports

To export a report:

1. Select your desired report(s) and date range
2. Click Export

This will download the report for use outside the platform. You will see various options for your export files, including: .PDF, .PNG, and .XLSX depending on which format of reporting you choose to export.

Additional Notes

• Reports are designed to provide high-level insights and summaries
• Clicking on details for any of the reports selected will provide you with an overview of your overall selection. For example: if you choose from the reports templates for Daily New Clients for the first week of the month and scroll down, clicking on Details will show you the exact information for the clients added.
• Data shown will reflect activity within the selected date range
• Some reports may depend on how your organization structures clients, tags, and usage.

Feedback

If you have any feedback for the reports feature and what you'd like to see, please let us know by using the feedback form or email us at support@getnotehouse.com.

If you have any questions, please reach out to us at support@getnotehouse.com.